Terry Powers

ChFC®, CLU®, FIC

Financial Advisor

Helping Clients across Central and Southwest Ohio achieve their financial goals

State(s) Licensed:   MI, OH

Phone 937-660-9444
Address

Beavercreek Greene Town Center 70 Birch Alley, Suite 240
Beavercreek, OH 45440

Terry Powers

Helping Clients across Central and Southwest Ohio achieve their financial goals

State(s) Licensed:   MI, OH

Let's strategize your future

As a Financial Advisor serving Southwest Ohio, my goal is to establish an ongoing relationship with you to help you reach your financial goals. Starting with a realistic, logical and comprehensive plan is the first step.


Areas of specialization include:

  • comprehensive dedicated planning
  • retirement income planning
  • college planning
  • investment and wealth management
  • protecting loved ones from the risk of death or disability
  • tax-efficient wealth transfer
  • legacy and charitable giving


Give me a call at 937-660-9444 to set-up an appointment or to learn more about how I can help serve you.

To learn more about the privacy of your information, visit our privacy policy.

Beavercreek Office

Phone:
937-660-9444
Fax:
248-786-6833

Hours

M – F: 9 a.m. – 5 p.m.

Mason Office

Hours

M – F: 9 a.m. – 5 p.m.

West Chester Office

Hours

M – F: 9 a.m. – 5 p.m.